WRB icon

W.R. Berkley

926 hedge funds and large institutions have $19B invested in W.R. Berkley in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 311 increasing their positions, 357 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.1%64.66% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
926
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.4M
Puts
$3.1M
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$105M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
WP
Woodline Partners
California
-$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
751
Creative Financial Designs
Indiana
$111K
DZ Bank
752
DZ Bank
Germany
$110K
CTC
753
Central Trust Company
Missouri
$108K
FIM
754
FWL Investment Management
Texas
$105K
QC
755
Quent Capital
New York
$105K
HIA
756
Harbor Investment Advisory
Maryland
$103K
AAS
757
Ameritas Advisory Services
Nebraska
$101K
LSA
758
Leonteq Securities AG
Switzerland
$100K
CVM
759
Cheviot Value Management
California
$98K
FFO
760
Fortitude Family Office
Arizona
$97.5K
WBC
761
Westpac Banking Corp
Australia
$96.3K
AFWM
762
Abich Financial Wealth Management
Virginia
$96.1K
CIAM
763
Caitong International Asset Management
Hong Kong
$92.3K
PW
764
Pandora Wealth
Illinois
$89.4K
EWM
765
Evermay Wealth Management
Virginia
$85K
C
766
Covestor
United Kingdom
$81K
CAL
767
Capital Advisors Ltd
Ohio
$81K
DSC
768
Duncker Streett & Co
Missouri
$77.5K
CWM
769
Crowley Wealth Management
Delaware
$77.5K
MWPCG
770
Measured Wealth Private Client Group
New Hampshire
$75.9K
Walleye Capital
771
Walleye Capital
New York
$74.5K
MAS
772
MPWM Advisory Solutions
Georgia
$69K
CH
773
Cromwell Holdings
Wyoming
$68.9K
HFS
774
Hantz Financial Services
Michigan
$67K
CA
775
Clearstead Advisors
Ohio
$66.9K